With regards to the analysts who are upgrading RIMM: If I didn't know better ... If I didn't have faith in my fellow man as being honest and forthright, I would cry "pump and dump."

I just don't understand how anybody could look at RIM's situation and recommend buying the stock.

Granted, it's a rarity for a Wall Street analyst to be ahead of the curve. Generally, they just follow the leader with upgrades and downgrades after the move gets made. So, on a higher level, I guess these bull calls on RIMM can be somewhat of a good thing.

Drilling down, however, to this isolated situation: Analysts are setting longs up for some serious pain. When this thing starts to slide again, too many RIMM permabulls will double down, not learning the lesson history taught them.

I have to give the great John Paczkowski of All Things D credit for scoping out the IDC data before I did and writing a strong article around it.

He points out that Apple(AAPL) crushed RIM years ago in the consumer market. And, according to IDC's research, "Apple iOS devices are being brought into the enterprise in droves, both by corporate and employee purchase." In terms of volume, IDC expects iOS to be the number operating system deployed by enterprise by the end of the year.

I recall with laughter the debates I had with RIMM bulls last year. They sheepishly ceded failure in the consumer market, but refused to give even a little vis-a-vis the enterprise. Their main point: IT departments would never allow Bring-Your-Own-Device to take hold because of security concerns.

My retort: IT geeks are nobodies within most companies, particularly big ones with lots of employees and SVPs, presidents and CEOs who are millionaires and billionaires. They have no say. They are told what to do and when to do it. Their job is to get it done. Be seen, not heard.

You don't see this scene much anymore: A person in line at the coffee shop fumbling around with two phones. It used to be a common occurrence here in Southern California -- BlackBerry ringing in one hand, iPhone in the other. There was no way that mess was going to continue.